Michael McGrailCRD Number: 5970843
Current Firm: Mcdonald Partners LLC
Michael McGrail (CRD# 5970843) is an Investment Advisor Representative working at Mcdonald Partners LLC in Maumee, OH and has over 6 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Mcdonald Partners LLC||Maumee, OH||Aug 2011 - Current||6|
|Huntington Bank||Perrysburg, OH||Sep 1987 - Aug 2011||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2012|
|S65||NASAA Investment Advisors Law Examination||Oct 2011|
Total Assets Under Management918MILLIONS
Total Number of Accounts1,941ACCOUNTS
Average Account Value$473,085
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV